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Dynasty Wealth Management, LLC: PFGC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dynasty Wealth Management, LLC on PFGC, newest first. How the timeline and the estimate are built.

Dynasty Wealth Management, LLC held 6,716 PFGC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,716 shares
    Change vs previous 13F -620 shares

    0.01% of the 13F portfolio, value $750,782.

    13F-HR 0001727599-26-000004 filed by Dynasty Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,336 shares
    Change vs previous 13F +42 shares

    0.01% of the 13F portfolio, value $628,402.

    13F-HR 0001727599-26-000003 filed by Dynasty Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,294 shares
    Change vs previous 13F -191 shares

    0.01% of the 13F portfolio, value $655,877.

    13F-HR 0001727599-26-000002 filed by Dynasty Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,485 shares
    Change vs previous 13F -1,284 shares

    0.01% of the 13F portfolio, value $778,697.

    13F-HR 0001727599-25-000007 filed by Dynasty Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,769 shares
    Change vs previous 13F -1,180 shares

    0.01% of the 13F portfolio, value $767,036.

    13F-HR 0001727599-25-000006 filed by Dynasty Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,949 shares
    Change vs previous 13F +81 shares

    0.01% of the 13F portfolio, value $782,290.

    13F-HR 0001727599-25-000005 filed by Dynasty Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,868 shares
    Change vs previous 13F -591 shares

    0.01% of the 13F portfolio, value $834,339.

    13F-HR 0001727599-25-000002 filed by Dynasty Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 10,459 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $819,672.

    13F-HR 0001727599-24-000006 filed by Dynasty Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).